Joe Halpern, Portfolio Manager
Joe Halpern, Portfolio Manager

Lawrence Solomon Published in WealthManagement.com: Time for Wall Street to Produce Prodcuts for People, Not Robots

Investment Strategy Insights

Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.

The post LAWRENCE SOLOMON PUBLISHED IN WEALTHMANAGEMENT.COM: TIME FOR WALL STREET TO PRODUCE PRODUCTS FOR PEOPLE, NOT ROBOTS appeared first on Exceed Investments.

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Joe Halpern, Portfolio Manager
Joe Halpern, Portfolio Manager
Joseph (Joe) Halpern is Portfolio Manager of a defined outcome strategy at Catalyst Funds. Mr. Halpern has structured, priced, and traded billions of dollars in structured products, exotic derivatives, and listed vanilla options. Additionally, he has managed trading groups, supervised risk management, and participated in executive-level, firm-wide strategic initiatives for several leading financial institutions. In 2012, Mr. Halpern founded Exceed Holdings, LLC, an investment holding company focused on developing next-generation structured investments. The Exceed entities are collectively referred to by the brand name Exceed Investments.

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David Cohen -
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April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.
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